...
- Use the wizard to create a basic DDP - oops sorry, Document Package now.
- Set the document properties to send as an Email Body - this is the main thing that makes it an email. This is in that weird cog icon in the weird flash based part of the screen. I do hope they fix this in Lightning.
- Add a few fields to your word document and re-upload it.
- Read the instructions - set the word document as the Email Template - IMPORTANT!
- The Select Email Template screen has now changed, and you can choose a document or an email as a template. Cool.
- Test the email.
- And NOPE, I get an error and can't continue.
- Include this Error Id if you contact Drawloop Support: 68bf795f-17c5-4d1e-8017-32c9df895687
- Off to Drawloop Support.